Celeste Cowell Gurule

Current Employers

Employment History

• 05/1987 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 1998-03-23 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Mateo, CA
  Sacramento, CA
  Oxnard, CA
  Fresno, CA
  La Jolla, CA
  Mountain View, CA
  Stanford, CA
  Sacramento, CA
  Oakland, CA
  Castro Valley, CA
  San Ramon, CA
  Pleasanton, CA
  Irvine, CA
  Bakersfield, CA
  Medford, NJ
  Fort Wayne, IN
  Glendale, AZ
  San Ramon, CA

Other Businesses

1) CELESTE GURULE 3000 EXECUTIVE PKWY, SUITE 400 SAN RAMON, CA. 94583 CATEGORY: INSURANCE, INVESTMENT-RELATED: YES TITLE: MANAGING DIRECTOR FOR CALIFORNIA FRINGE BENEFIT, DUTIES: ONE TIME COMMISSION SPLIT PAID FROM LFA PLANNER BOB WALDRON FOR A DISABILITY POLICY SOLD. START DATE: 05/17/10, HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 2)CALIFORNIA FRINGE BENEFIT/CELESTE GURULE, 3000, EXECUTIVE PKWY #400 SAN RAMON, CA 94583, CATEGORY: INSURANCE INVESTMENT-RELATED: YES,TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, P&C INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS. START DATE 9/1987, HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 2 3)CELESTE GURULE, 800 DANVILLE BLVD DANVILLE CA 94526, CATEGORY: REAL ESTATE RENTAL, INVESTMENT-RELATED: YES TITLE: CO-OWNER, DUTIES: MAINTAINS PROPERTY AND COLLECTS RENT START DATE: 11/1993 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) CELESTE GURULE, DANVILLE, CA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAIN PROPERTY AND COLLECT RENT. START DATE: 5/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5)MOMENTUM VALUE PARTNERS, LLC 3000 EXECUTIVE PARKWAY STE. 400 SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE RUN AS WELL AS FIXED INSURANCE PRODUCTS OFFERED AND SERVICED. PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/1/2025 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 6) CELESTE GURULE POSITION: Officer NATURE: Corp INVESTMENT RELATED: No HOURS PER MONTH: 1 SECURITIES TRADING MONTH: 0 START DATE: 12/21/2004 ADDRESS: 3000 Executive Parkway Suite 400 San Ramon, CA 94583 DESCRIPTION: I am not involved in the day to day business or activities of the business. I am the secretary of the corporation and perform those functions only (Keep corporate records and prepares/records minutes) 7) OSAIC, CELESTE GURULE OR MVP POSITION: Agent NATURE: Fixed annuity and fixed life sales with our side carriers. Sales through Crump as well. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1987 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Propose and sell products

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-05

Designations

Other Names

• Celeste Cowell
• Celeste Ann Cowell
• Celeste Ann Gurule
• Celeste Ann Gurule